2023 Form 5500 filing — Lindt & Sprungli (Usa), Inc. 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015175156NAL0049215904001) for Lindt & Sprungli (Usa), Inc. 401(K) Plan, reported by Lindt & Sprungli (Usa), Inc. under EIN 13-2522202 and plan number 001. It reports 1,115 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$75.7MReported net assets$75,724,478
Participants1.1K1,115
Provider compensation$69.8K2 Schedule C row(s)$69,816
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015175156NAL0049215904001
- Plan sponsor
- Lindt & Sprungli (Usa), Inc.
- EIN
- 13-2522202
- Plan number
- 001
- Location
- Stratham, NH
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$75.7M total assets
Net assets$75.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $75,724,478
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $75,724,478
- Employer contributions
- $2,363,016
- Participant contributions
- $5,031,111
- Total income / additions
- $20,581,614
- Benefits paid
- $6,829,592
- Administrative expenses
- $69,816
- Total expenses
- $6,896,901
- Net increase / (decrease)
- $13,684,713
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $49,999 | not reported in the loaded dataset |
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $19,817 | $0 |